← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	FCI Financial Counselors Inc Overland Park, Kansas	$2.83M	-$149K	2	0.05%	Reduced
702	Ritholtz Wealth Management New York	$2.83M	+$714K	4	0.09%	Increased
703	Capstone Investment Advisors New York	$2.83M	-$4.01M	4	0.01%	Reduced
704	Chicago Capital Chicago, Illinois	$2.81M	+$2.54M	1	0.08%	Increased
705	Rothschild Investment LLC Chicago, Illinois	$2.79M	+$43.8K	13	0.19%	Increased
706	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$2.74M	-$13.8K	1	1.27%	Reduced
707	SignatureFD Atlanta, Georgia	$2.72M	+$12.8K	17	0.06%	Increased
708	Boothbay Fund Management New York	$2.71M	+$1.39M	2	0.06%	Increased
709	First Trust Direct Indexing Boston, Massachusetts	$2.7M	+$422K	5	0.17%	Increased
710	United Capital Financial Advisors Irving, Texas	$2.69M	-$378K	5	0.02%	Reduced
711	iA Global Asset Management Quebec, Quebec, Canada	$2.69M	+$753K	3	0.05%	Increased
712	VI Versor Investments New York	$2.67M	+$1.35M	4	0.49%	Increased
713	Salem Investment Counselors Winston Salem, North Carolina	$2.67M	-$176K	7	0.09%	Reduced
714	Hillsdale Investment Management Toronto, Ontario, Canada	$2.66M	-$7.89M	4	0.21%	Reduced
715	FC FORA Capital Miami, Florida	$2.65M	+$479K	2	0.32%	Increased
716	Rakuten Investment Management Tokyo, Japan	$2.62M	+$992K	5	0.02%	Increased
717	Steward Partners Investment Advisory New York	$2.61M	+$114K	11	0.03%	Increased
718	Harbor Capital Advisors Chicago, Illinois	$2.6M	+$661K	3	0.2%	Increased
719	OF Outfitter Financial Brunswick, Maine	$2.58M	+$4.42K	2	2.15%	Increased
720	Everence Capital Management Goshen, Indiana	$2.58M	$0	7	0.18%	Maintained
721	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.57M	+$853K	1	0.4%	Increased
722	Curated Wealth Partners El Segundo, California	$2.57M	+$2.55M	1	0.36%	New
723	WI WBI Investments Red Bank, New Jersey	$2.56M	+$732K	1	0.62%	Increased
724	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.56M	+$2.71M	4	0.05%	New
725	Occudo Quantitative Strategies Fort Lauderdale, Florida	$2.55M	-$1.36M	6	0.45%	Reduced